AI Smartphones and Foldable Screens Enter a Dense Catalytic Window

Apple's iPhone 18 series is confirmed for release in the second half of 2026, with an active supply chain stocking target of approximately 95 million units. Its core upgrades revolve around on-device AI and breakthroughs in product form factors. Meanwhile, Apple's first foldable iPhone is highly likely to debut, which will drive demand for high-value components such as UTG glass and hinges. The integration of AI features not only increases hardware costs but also pushes up the industry's average selling price.